Mechanics Financial Corp

CIK

1821336

Location

Mansfield, OH

Portfolio Value

Small $195,842,278

Diversification

Diversified

Filing Date

Global Rank

#4,245 / 8,623 ▲ 240 · as of Mar 2026

Top Industry

Specialty Industrial Machinery 33.9%

3Y Alpha vs SPY

+3.6%

Period ended 4 months ago

Filed May 6, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+81.2%

SPY

+67.9%

Annualised alpha

+3.1%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

182 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.0%

+6.2 pts

Top 5

49.0%

+3.0 pts

Top 10

57.9%

+2.1 pts

HHI

1,150

Diversified+316

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	41.2%	$80,782,080	28
Technology	20.6%	$40,388,966	29
Financial Services	9.8%	$19,107,025	30
Healthcare	8.1%	$15,802,013	19
Consumer Cyclical	5.5%	$10,819,573	19
Communication Services	4.8%	$9,316,045	9
Consumer Defensive	3.4%	$6,705,775	15
Utilities	2.1%	$4,090,858	7
Energy	2.1%	$4,089,855	9
Basic Materials	1.0%	$1,904,471	7
Real Estate	0.9%	$1,844,178	6
Unclassified	0.5%	$991,439	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	+5,340	11,159	$505,502
XOM	ExxonMobil Holdings Corp	+3,625	4,345	$737,172
NFLX	Netflix Inc	+3,495	7,184	$690,741
PLTR	Palantir Technologies Inc.	+1,556	3,726	$545,039
AMD	Advanced Micro Devices Inc	+1,196	2,259	$459,548
ETN	Eaton Corp plc	+817	2,724	$974,293
AVGO	Broadcom Inc.	+596	6,762	$2,092,906
MRVL	Marvell Technology, Inc.	+429	5,760	$570,528
JPM	Jpmorgan Chase & Co	+287	23,677	$6,964,826
ABT	Abbott Laboratories	+190	8,402	$862,633
MRK	Merck & Co., Inc.	+187	10,603	$1,275,434
TMUS	T-Mobile US, Inc.	+160	2,438	$512,053
PNC	Pnc Financial Services Group, Inc.	+157	5,250	$1,092,472
NEE	Nextera Energy Inc	+155	18,876	$1,753,202
PSA	Public Storage	+89	2,611	$707,267
IBM	International Business Machines Corp	+88	5,941	$1,440,038
PLD	Prologis, Inc.	+83	6,749	$892,082
ZTS	Zoetis Inc.	+75	4,492	$530,999
DUK	Duke Energy CORP	+70	6,604	$864,727
ORCL	Oracle Corp	+59	11,663	$1,715,743
META	Meta Platforms, Inc.	+55	1,872	$1,071,027
SYK	Stryker Corp	+43	2,501	$821,803
SYY	Sysco Corp	+40	2,085	$148,723
TMO	Thermo Fisher Scientific Inc.	+37	3,297	$1,620,574
BRK-B	Berkshire Hathaway Inc	+33	2,614	$1,252,628
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EOG	Eog Resources Inc	−3,867	2,418	$349,570
OKE	Oneok Inc /New/	−3,851	788	$71,227
CVX	Chevron Corp	−1,303	10,207	$2,111,828
BAC	Bank Of America Corp /De/	−1,162	17,286	$842,692
AAPL	Apple Inc.	−930	56,932	$14,448,772
RTX	RTX Corp	−884	8,233	$1,588,145
UBER	Uber Technologies, Inc	−784	11,508	$827,770
DIS	Walt Disney Co	−773	9,115	$878,503
PEP	Pepsico Inc	−702	12,111	$1,880,717
NVDA	Nvidia Corp	−620	29,507	$5,146,020
AMZN	Amazon Com Inc	−492	16,598	$3,456,865
MS	Morgan Stanley	−488	6,188	$1,018,359
ICE	Intercontinental Exchange, Inc.	−466	5,672	$892,092
PRK	Park National Corp /Oh/	−453	275	$44,948
MAR	Marriott International Inc /Md/	−405	3,633	$1,188,245
V	Visa Inc.	−395	6,544	$1,977,858
CDNS	Cadence Design Systems Inc	−375	4,070	$1,130,930
WMT	Walmart Inc.	−327	8,033	$998,341
PANW	Palo Alto Networks Inc	−303	5,475	$877,752
JNJ	Johnson & Johnson	−297	14,121	$3,451,737
PFE	Pfizer Inc	−295	19,593	$550,171
PG	PROCTER & GAMBLE Co	−253	17,003	$2,455,913
IAU	Ishares Gold Trust	−250	4,954	$436,744
NKE	NIKE, Inc.	−250	735	$38,822
AMGN	Amgen Inc	−200	4,387	$1,543,565
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	2,161	$461,719
ANET	Arista Networks, Inc.	3,108	$381,600
GE	General Electric Co	1,278	$362,658
AZN	Astrazeneca PLC	450	$88,749
HSY	Hershey Co	302	$62,782
WAT	Waters Corp /De/	155	$46,159
SOLS	Solstice Advanced Materials Inc.	262	$19,953
VSNT	Versant Media Group, Inc.	20	$740
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
SJM	J M SMUCKER Co	900	$88,029
T	At&T Inc.	2,355	$58,498
RIO	Rio Tinto PLC	500	$40,015
FTNT	Fortinet, Inc.	375	$29,778
IT	Gartner Inc	35	$8,829
DINO	HF Sinclair Corp	126	$5,806
ACN	Accenture plc	16	$4,292
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

182 tracked positions · $195,842,278 total · filing declares 232 positions · $238,703,038 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 182 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GRC	Gorman Rupp Co Industrials	Held	1,007,456	0	$62,593,241	+30.1%	31.96%
AAPL	Apple Inc. Technology	Reduced	56,932	-930	$14,448,772	−8.1%	7.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	23,677	+287	$6,964,826	−7.6%	3.56%
MSFT	Microsoft Corp Technology	Added	16,838	+25	$6,232,922	−23.3%	3.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,029	-195	$5,759,539	−9.0%	2.94%
NVDA	Nvidia Corp Technology	Reduced	29,507	-620	$5,146,020	−8.4%	2.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,598	-492	$3,456,865	−12.4%	1.77%
JNJ	Johnson & Johnson Healthcare	Reduced	14,121	-297	$3,451,737	+15.7%	1.76%
GD	General Dynamics Corp Industrials	Reduced	8,489	-12	$2,913,594	+1.8%	1.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	17,003	-253	$2,455,913	−0.7%	1.25%
LLY	ELI LILLY & Co Healthcare	Added	2,648	+21	$2,435,550	−13.7%	1.24%
HUBB	Hubbell Inc Industrials	Reduced	4,725	-130	$2,318,746	+7.5%	1.18%
CVX	Chevron Corp Energy	Reduced	10,207	-1,303	$2,111,828	+20.4%	1.08%
AVGO	Broadcom Inc. Technology	Added	6,762	+596	$2,092,906	−1.9%	1.07%
CAT	Caterpillar Inc Industrials	Held	2,896	0	$2,051,700	+23.7%	1.05%
V	Visa Inc. Financial Services	Reduced	6,544	-395	$1,977,858	−18.7%	1.01%
PEP	Pepsico Inc Consumer Defensive	Reduced	12,111	-702	$1,880,717	+2.3%	0.96%
ABBV	AbbVie Inc. Healthcare	Reduced	8,400	-35	$1,826,916	−5.2%	0.93%
BLK	BlackRock, Inc. Financial Services	Reduced	1,856	-44	$1,784,933	−12.2%	0.91%
CSCO	Cisco Systems, Inc. Technology	Reduced	22,707	-98	$1,761,836	+0.3%	0.90%
NEE	Nextera Energy Inc Utilities	Added	18,876	+155	$1,753,202	+16.7%	0.90%
ORCL	Oracle Corp Technology	Added	11,663	+59	$1,715,743	−24.1%	0.88%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,599	-195	$1,709,678	−20.7%	0.87%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	3,297	+37	$1,620,574	−14.2%	0.83%
RTX	RTX Corp Industrials	Reduced	8,233	-884	$1,588,145	−5.0%	0.81%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,017	-186	$1,559,233	−1.9%	0.80%
AMGN	Amgen Inc Healthcare	Reduced	4,387	-200	$1,543,565	+2.8%	0.79%
IBM	International Business Machines Corp Technology	Added	5,941	+88	$1,440,038	−16.9%	0.74%
DE	Deere & Co Industrials	Reduced	2,381	-45	$1,341,217	+18.7%	0.68%
MRK	Merck & Co., Inc. Healthcare	Added	10,603	+187	$1,275,434	+16.3%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,614	+33	$1,252,628	−3.4%	0.64%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	3,633	-405	$1,188,245	−5.1%	0.61%
CDNS	Cadence Design Systems Inc Technology	Reduced	4,070	-375	$1,130,930	−18.6%	0.58%
CMI	Cummins Inc Industrials	Reduced	2,068	-77	$1,112,625	+1.6%	0.57%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	5,250	+157	$1,092,472	+2.8%	0.56%
EMR	Emerson Electric Co Industrials	Reduced	8,318	-25	$1,089,824	−1.6%	0.56%
META	Meta Platforms, Inc. Communication Services	Added	1,872	+55	$1,071,027	−10.7%	0.55%
MS	Morgan Stanley Financial Services	Reduced	6,188	-488	$1,018,359	−14.1%	0.52%
LMT	Lockheed Martin Corp Industrials	Held	1,678	0	$1,014,166	+25.0%	0.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,033	-327	$998,341	+7.2%	0.51%
LOW	Lowes Companies Inc Consumer Cyclical	Held	4,144	0	$979,144	−2.0%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,969	-75	$976,474	−6.8%	0.50%
ETN	Eaton Corp plc Industrials	Added	2,724	+817	$974,293	+60.4%	0.50%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	5,672	-466	$892,092	−10.3%	0.46%
PLD	Prologis, Inc. Real Estate	Added	6,749	+83	$892,082	+4.8%	0.46%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	3,069	-42	$891,513	+16.0%	0.46%
DIS	Walt Disney Co Communication Services	Reduced	9,115	-773	$878,503	−21.9%	0.45%
PANW	Palo Alto Networks Inc Technology	Reduced	5,475	-303	$877,752	−17.5%	0.45%
DUK	Duke Energy CORP Utilities	Added	6,604	+70	$864,727	+12.9%	0.44%
ABT	Abbott Laboratories Healthcare	Added	8,402	+190	$862,633	−16.2%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.